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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC5+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 26 · EIN 71-0927304 | Advisory (Participants) | $3,733 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,532 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,669 |
QBI, LLC4 years Service code 15 21031 VENTURA BLVD. · WOODLAND HILLS, CA 91364 | Recordkeeping | $620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,283 | $58,895-63.9% | $178,503-88.1% | $73,497-71.0% |
| Participation rate | 30.6% | 66.2%-35.6pp | 81.9%-51.3pp | 70.7%-40.1pp |
| Annual return | 107.65% | 24.86%+82.8pp | 151.12%-43.5pp | 28.51%+79.1pp |
| Employer contribution / active EE | $429 | $2,236-80.8% | $5,011-91.4% | $2,270-81.1% |
| Participant deferral / active EE | $478 | $2,567-81.4% | $5,202-90.8% | $3,740-87.2% |
| Admin fee / account holder | $54 | $400-86.6% | $13,987-99.6% | $513-89.5% |